UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254B
AUM Growth
+$14.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,109
New
Increased
Reduced
Closed

Top Buys

1
+$1.1B
2
+$610M
3
+$379M
4
UBS icon
UBS Group
UBS
+$226M
5
PLAN
Anaplan, Inc.
PLAN
+$219M

Top Sells

1
+$733M
2
+$706M
3
+$702M
4
AMZN icon
Amazon
AMZN
+$625M
5
HD icon
Home Depot
HD
+$364M

Sector Composition

1 Technology 16.81%
2 Financials 9.11%
3 Healthcare 8.2%
4 Consumer Discretionary 7.94%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$171M 0.05%
1,481,660
-193,856
277
$171M 0.05%
1,600,281
+112,146
278
$171M 0.05%
1,150,469
+92,313
279
$170M 0.05%
1,557,031
+34,472
280
$170M 0.05%
941,439
+24,135
281
$170M 0.05%
10,722,931
-1,954,961
282
$169M 0.05%
926,569
-289,883
283
$168M 0.05%
7,365,768
-893,257
284
$167M 0.05%
6,273,741
+86,954
285
$167M 0.05%
665,285
+30,123
286
$165M 0.05%
6,354,006
-2,593,842
287
$162M 0.05%
2,268,106
-1,357,918
288
$162M 0.05%
884,792
+28,572
289
$162M 0.05%
856,383
+12,482
290
$161M 0.05%
1,893,032
-222,261
291
$161M 0.05%
2,226,239
+34,822
292
$160M 0.05%
2,071,846
-120,323
293
$157M 0.05%
3,103,245
+23,700
294
$156M 0.04%
969,202
-2,477
295
$154M 0.04%
553,886
-7,210
296
$152M 0.04%
1,437,635
+83,781
297
$151M 0.04%
2,531,811
-133,518
298
$150M 0.04%
5,912,651
-65,730
299
$149M 0.04%
743,537
-155,296
300
$149M 0.04%
3,450,663
-65,885
10 11
12
13 14